See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,002 | $85,022-21.2% | $70,515-5.0% | $139,434-51.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.35% | 30.38%-12.0pp | 32.77%-14.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $869 | $3,909-77.8% | $2,973-70.8% | $4,751-81.7% |
| Participant deferral / active EE | $4,009 | $5,890-31.9% | $4,567-12.2% | $6,710-40.3% |
| Admin fee / account holder | $169 | $8,906-98.1% | $6,412-97.4% | $11,403-98.5% |